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| Provider | Service type | Compensation |
|---|---|---|
CATHERINE LAURIO1 year Filed as: CATHERINE Y CARTIER Service code 27 1814 FRANKLIN STREET · OAKLAND, CA 94612 | Advisory (Plan) | $3,140 |
EPLAN ADVISORS, LLC1 year Service code 17 · EIN 36-1543746 | Pension Consulting | $2,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,248 | $64,286-90.3% | $90,970-93.1% | $73,412-91.5% |
| Participation rate | 20.1% | 63.6%-43.5pp | 69.0%-48.9pp | 72.2%-52.1pp |
| Annual return | 34.48% | 21.46%+13.0pp | 134.58%-100.1pp | 59.30%-24.8pp |
| Employer contribution / active EE | $349 | $895-61.0% | $2,122-83.6% | $2,234-84.4% |
| Participant deferral / active EE | $486 | $2,453-80.2% | $3,373-85.6% | $3,806-87.2% |
| Admin fee / account holder | $72 | $287-75.0% | $5,960-98.8% | $158-54.5% |